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Routing
Partner Lead Broker Agent
Routes partner leads to the right motion.
Normalizes partner leads, checks overlap, and routes to channel or direct sales plays.
Convert
Build
Available
Oath
Deliver routes partner leads to the right motion. with measurable outcomes.
Quick facts
Engagement modelBuild
Lead time3-5 weeks
Best teamsSales, Marketing
Stack fitSalesforce · HubSpot · PartnerStack
Hire this operator to ship decisions with auditability baked in.
Operator spec
Inputs → decisions → outputs
Every agent follows a deterministic pipeline so your team can audit what was used and why it acted.
Inputs
- Salesforce records + history
- HubSpot engagement signals
- Historical outcomes by segment
Decisions
- Assign owner + motion
- Trigger delays or suppression
- Escalate routing exceptions
Outputs
- Partner lead routing
- Overlap alerts
- Channel reporting
Delivery
What you get
Every engagement includes monitoring, governance, and a clear audit trail from day one.
Deliverables
- Partner lead routing
- Overlap alerts
- Channel reporting
Stack + integrations
Salesforce
HubSpot
PartnerStack
We adapt to your exact data model and tooling. Custom connectors available on request.
partners
routing
channel
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